Is there a way to turn off the calculations done on Summary Methods in Snapshots?

jsheldon2009
Occasional Contributor

Is there a way to turn off the calculations done on Summary Methods in Snapshots?

Is there a way to turn off the calculations done on Summary Methods in Snapshots?

 

Currently I am having an issue with the rollups on the snapshots because of the Summary Methods on the Snapshot module. For example: a line on a module has summary method of 'Formula' but the Snapshot has a method of 'SUM' so this is causing an issue with the rollup to the total company level.

 

I need the Snapshot to look just like the source module. I am curious if this can be done without having to update the summary methods.

1 ACCEPTED SOLUTION

Accepted Solutions
JaredDolich
Moderator

@jsheldon2009 

This is a great question. When creating snapshots or scenarios, the best way to handle calculated values is to instead import the summable values. Then within your snapshot recalculate the line item using the summable values and use formula in your summary method. Or, If you absolutely do not want the summary method to do anything just change the method to "none".


Jared Dolich

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1 REPLY 1
JaredDolich
Moderator

@jsheldon2009 

This is a great question. When creating snapshots or scenarios, the best way to handle calculated values is to instead import the summable values. Then within your snapshot recalculate the line item using the summable values and use formula in your summary method. Or, If you absolutely do not want the summary method to do anything just change the method to "none".


Jared Dolich